Senior Wealth Management Advisor

Boston Staffing Partners (BSP) is a boutique staffing firm specializing in permanent and temporary recruitment solutions. Headquartered in Boston, MA, BSP serves the greater Boston area and beyond with expertise in Financial Services, Accounting & Finance, Human Resources, and Administrative Services. The company offers competitive hiring solutions for roles at all levels—from staff to C‑suite professionals—across multiple industries. BSP is dedicated to matching highly skilled talent with organizations to drive success.

This full‑time Senior Wealth Management Advisor role is a hybrid position based in San Francisco, CA, with some flexibility to work from home. The advisor will provide comprehensive financial and wealth management services to clients, including financial planning, investment strategy, and retirement planning. Day‑to‑day tasks involve developing and maintaining client relationships, analyzing financial data, creating personalized plans, and delivering expert advice to help clients achieve their financial goals.

The role requires collaboration with internal teams and delivering top‑tier client support.

• Proficiency in Financial Planning and Retirement Planning strategies
• Strong knowledge and experience in Investments and Wealth Management Services
• Solid foundation in Finance principles and practices
• Exceptional interpersonal and communication skills to build and maintain client relationships
• Analytical and problem‑solving skills with attention to detail
• Bachelor’s degree in Finance, Business Administration, or a related field
• CFP (Certified Financial Planner), CFA (Chartered Financial Analyst), or equivalent certification preferred
• Proven track record of success in wealth management or a related role